In this screen, you can define advanced criteria to view only relevant information in the overview of Material Requirements Planning (MRP).
The information in this document is applicable to product update 407 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Depending on the option selected at Content in the Item management: Planning screen, some of the fields and/or sections below may not be available.
Click this to select one assortment or more to obtain an overview linked to items under the corresponding assortment(s). Once any assortment is selected, a green check mark is displayed in the button next to Assortments.
Note: If you have selected Item, the Supplier field will be displayed in the Advanced mode instead of the Item field, and vice versa.
Type or select an item code or a range of item codes to obtain an overview linked to the corresponding item(s). Alternatively, select the All check box to obtain an overview linked to all items. By default, the All check box is selected.
Note:
Type or select an employee ID to obtain an overview linked to items with the corresponding item planner. Alternatively, select the All check box to obtain an overview linked to items with any item planner. By default, the All check box is selected.
Select one of the following options to obtain an overview linked to items with sales attribute generated from the corresponding requisition type(s):
Select one of the following to obtain an overview linked to items with the corresponding attribute(s):
Type or select an ID or a range of IDs to obtain an overview of transactions created by the selected people. Alternatively, select the All check box to obtain an overview linked to everyone who have created transactions. By default, the All check box is selected.
Select Quotations, Sales orders, or Internal use to display an overview linked to items generated from the corresponding requisition type. Once you have selected Quotations, Sales orders, or Internal use, Order will be enabled. Alternatively, select All to display an overview linked to items generated from all requisition types. By default, All is selected.
Type or select a project code or range of project codes to display an overview linked to the corresponding project(s). Alternatively, select the All check box to display an overview linked to any project. By default, the All check box is selected.
Type or select an order/request number or a range of orders/request numbers to obtain an overview linked to the items generated from the selected order(s)/request(s). Alternatively, select the All check box to display an overview linked to the items generated from any order/request. By default, the All check box is selected.
Type or select a supplier/creditor number or a range of suppliers/creditor numbers to obtain an overview linked to the items supplied by the selected supplier(s)/creditor(s). Alternatively, select the All check box to display an overview linked to items supplied by any supplier/creditor. By default, the All check box is selected.
Type or select a customer/debtor number or a range of customers/debtor numbers to obtain an overview linked to the items requested by the customer(s)/debtor(s). Alternatively, select the All check box to display an overview linked to items requested by any customer/debtor. By default, the All check box is selected.
Select the Standard, Machine hour, Labor hour, and/or Bulk issue check boxes to obtain an overview linked to items of the corresponding types.
Note: This section is available only if you have selected Orders/ Requirements, Available, or Purchase at Content in the Item management: Planning screen.
Select the respective check boxes under the Not authorized and/or Authorized columns to obtain an overview linked to the unauthorized and/or authorized items respectively, generated from the corresponding orders or requests.
Select this check box to exclude unauthorized or authorized items generated from expired quotations, from the overview.
Note: This is enabled only if you have selected the Quotations check box under the Not authorized and/or Authorized column(s).
Select this check box to include unauthorized or authorized items generated from released production orders, from the overview.
Select this check box to take into account purchase orders that have been authorized and confirmed into the overview.
Click to select one selection code or more to obtain an overview linked to the corresponding orders or requests using the corresponding selection code(s).
Select this check box to obtain an overview linked to a budget scenario. Once selected, Budget scenario will be enabled.
Note: This is enabled only if you have selected Orders/ Requirements or Available at Content in the Item management: Planning screen.
Type or select a budget scenario to obtain an overview linked to this budget scenario.
Note: This is enabled only if you have selected the Forecast check box.
Select this check box to obtain production or purchase advice for items based on the MRP engine scenario selected. Once selected, MRP engine: Scenario will be enabled.
Note: This is enabled only if you have selected Available at Content in the Item management: Planning screen.
Type or select an MRP scenario to obtain the production or purchase advice for items linked to this scenario.
Note: This is enabled only if you have selected the MRP engine check box.
Note: This section is available only if you have selected Orders/ Requirements or Available at Content in the Item management: Planning screen.
The colors represent the following if you have selected Orders/ Requirements:
The colors represent the following if you have selected Available:
If you select this check box and Orders/ Requirements has been selected at Content in the Item management: Planning screen prior to this, a column before the columns for days, weeks, months, or years will be displayed in the Item management: Planning screen. The total quantity or amount of orders with a delivery date before the date(s) selected at From and to in the Item management: Planning screen will be displayed under this column.
If you select this check box and Available has been selected at Content in the Item management: Planning screen prior to this, the opening balance displayed on the first day of the selected period in the Item management: Planning screen will include past orders.
Select this check box to display a column after the columns for days, weeks, months, or years. The total quantity or amount of orders with a delivery date after the date(s) selected at From and to in the Item management: Planning screen will be displayed under this column.
Select this check box to display items generated from requirements such as open quotations, sales orders, production orders, purchase orders, or internal use requests.
Unit
Select Sales unit or Purchase unit to display the overview in the corresponding unit.
Select Standard or 150% to display the columns in the overview with the default standard width or 150% wider than the standard width, respectively.
Select this check box to obtain an overview that includes completed production orders and/or sales orders before the start date.
Note: This is available only if you have selected Orders/ Requirements at Content in the Item management: Planning screen.
Select this check box to display the Free stock column in the overview. The quantity or amount of available or unallocated stock will be displayed under this column.
Select this check box to display the Stock column in the overview. The quantity or amount of available or unallocated stock will be displayed under this column.
Note: This is available only if you have selected Available at Content in the Item management: Planning screen.
Select this check box to obtain an overview that includes items which are effectively discontinued in the overview.
Select this check box to display the Time of delivery column in the overview. This column displays the delivery time of the main supplier.
Select this check box to display the PO: Unallocated column in the overview. The quantity or amount of purchased items which have not been assigned to any orders or requirements will be displayed under this column.
Select this check box to display the PrO: Unallocated column in the overview. The quantity or amount of produced items which have not been assigned to any orders or requirements will be displayed under this column.
Type a number to display the quantity or amount of purchased items in the overview in the corresponding decimal places.
Click this to revert to the default selections.
Click this to save the changes and generate the overview based on the selections.
Click this to cancel any changes and return to the Item management: Planning screen. For more information, see Overview of MRP.